Hanou Energy Consulting, LLC

Hanou Energy Consulting, LLC is pleased to announce Illinois Basin Coal Price & Demand Forecast 2019 – 2038 - an in-depth assessment and analysis of Illinois Basin (ILB) coal prices and demand and the factors affecting them in the past, present and future.  Published as a multi-client consulting supplement to Hanou Energy’s Illinois Basin Coal Supply 2019-2028, the forecast includes:

 A 20-year price forecast for seven different quality types of ILB coal in the railcar or barge.  The forecast includes:

• A Low, Base, Spike  and High Chlorine price case for each of these coal types. When will the next spike happen??

• A 20-year Base ($3/mmBtu Gas Price), Base ($3.50/mmBtu Gas Price), High and a Low Demand Case forecast for ILB coal for the period 2019– 2038. 

• An analysis of the new EPA “Clean Power Plan” which governs CO₂ emissions cutbacks by 2032 is also included.

• The study also comes with an Excel spreadsheet that tabulates ILB coal demand potential on a power plant unit-by-unit basis by destination carrier through 2038.

• The historic and current demand for ILB export coal and a discussion of future ILB export potential and limitations.

Price Forecast:

With this study:

• Analyze ILB historic and current coal prices and discover the price performance for major ILB coal producers.
• Our prediction of a price spike came true in 2018. What is in store for 2019? Understand ILB spot price performance and identify why another upsurge in price is likely to occur.
• Find out what are our projections of future ILB prices through 2037.
• Learn what kind of prices high chlorine coal sales are realizing and who the price leaders are.

 Domestic U.S. Demand:

• Understand the environmental issues affecting historic, current and future ILB domestic U.S. demand.
• Why did ILB demand dropped to 100 mmt in 2016? What happened in 2018?
• Our Base Case forecast correctly predicted the 4.0 mmt demand increase in 2018. What is likely to happen in 2019 beyond? Our long term forecast suggests ILB coal demand will drop by more than 30 mmtpy by 2038 due to plant retirements. 
• Where will the new demand happen? What is the upside and low side potential for future ILB demand?
• Who are the major ILB competitors?
• How will the railroads fare?

 Exports:

• How much ILB coal has been exported in the last 15 years?
• After surging to 17 million tons in 2012, discover why ILB exports dropped to 6.1 mmt in 2016, only to expand by 4 mmt in 2017 and another 7 mmt in 2018. What about 2019 and beyond?

• Learn the infrastructure for ILB exports through the Gulf of Mexico and Baltimore and discover the economics of Illinois Basin coal exports.

• Find out what Hanou Energy’s opinion is of the long term future of ILB exports into Europe and Asia.

• Is the growing Pacific Rim market a viable option for ILB exports?



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The Illinois Basin Coal Price & Demand Forecast 2019 – 2038 is priced at $6,000 and is available in hard copy.  

If purchased in conjunction with our ILB Coal Supply Study, the study is discounted by $4,000!!

Call John Hanou at (410) 279-3818 or email Mr. Hanou at jthanou@hanouenergy.com if you have any questions.